It is possible to add a value (either the value associated with a custom field or a contact) en masse to an asset easily.


Add the value of a custom field to families :

  • Group by "Family"
  • Selection of families for which you want to make the modification
  • Click on " Bulk update " and " Edit custom fields
  • You can choose to add or remove a value, or replace the existing value.


Note:  Contacts cannot be associated at "family level" but only at "asset level".





Add the value of a custom field or a contact to assets :

  • Group by "Asset"
  • Selection of assets for which you want to make the modification
  • Click on "Bulk update" and the wanted option




The following video describes how a user can add a date to a trademark group. For example, the context is as follows: the company has decided to abandon all the trademarks of a trademark family and the user wants to add the abandonment date in the custom field named "Abandonment Date" at the trademark level.